Carolyn Jerome
Carolyn Jerome is a Director of Human Resources and is based in the San Rafael office. Carolyn is responsible for ...
Marla Mulligan
Marla Mulligan is the Office Manager of the San Rafael office. Marla is responsible for keeping everything in the office ...
Sarah Wotherspoon, MS, CFP®, CDFA®
Sarah Wotherspoon is a Managing Director and Advisor in the San Rafael office. Sarah has been with the firm and ...
Justin deTray, CFP®
Justin deTray is a Managing Director and Advisor in the San Rafael office. Justin helps clients make smart financial decisions ...
John F. Thiel, MBA, CFP®
John Thiel is an Assistant Vice President and Advisor in the San Rafael office. John’s passion for wealth management started at ...
Stephen Kepler, CFP®, CDFA®
Stephen Kepler is a Vice President and Advisor in the San Francisco office. Stephen thrives when helping families secure their ...
Petra Braaksma
Petra Braaksma is a Senior Client Service Specialist based in the San Rafael office. Petra has a passion for providing ...
M. Zach Mangels, MSFP, CFP®
Zach Mangels is a Senior Vice President and Financial Advisor based in the San Rafael office. Zach combines his passion ...
Sheila Schroeder
Sheila Schroeder is a business development consultant and heads business development for the West Coast region. Sheila believes that financial ...
Rokhand Collins
Rokhand Collins is a Client Service Specialist based in the San Rafael office. Bay Area Native and Marin County resident ...
